Documents and Files Management Automation
Create, organize, and store information efficiently and appropriately with automated Documents and Files Management Solution
Our software allows you to create collaborative folders with your customers to share key documents securely and efficiently. In addition, you can choose who on your team can access each folder or document and what level of access they have and what actions they can take.
Since multiple people will update your documents, you will have access to the history of actions taken, streamlining everyone’s workflow. In the event that, you can see which customers have viewed, updated, or completed tasks.
Our solution allows you to prepare documents to be completed and signed in a few clicks. Choose where you want people to sign, and send the requests directly to your inbox. Furthermore, documents can be signed by as many people as you want, with options for additional fields to be filled in such as name, date, and more.
Build your workflow sequence so that documents and files can follow it automatically, such as copying your files and saving them to your favourite file storage application.
With the integrated search, you can find any document you are looking for quickly and filter to find only the relevant information.
Your file system is backed up daily, which means you can easily view and restore previous versions of documents.
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Capture from emails
Capture from scanner
Capture from mobile & desktops
Automated invoice capture
Automated processing
Structured and non structured documents
OCR & Machine Learning
Automated invoices verification
Alerts and notifications
Dynamic workflows
Over 20 languages
Vendors portal
Electronic signatures
Integration with Docusign
Integration with ERPs
Reports Generation